RMUYX Mutual Fund

NAV$14.28

Returns Overview

1 Month
+1.18%
3 Months
+3.82%
6 Months
+3.67%
YTD
+3.60%
1 Year
+8.68%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.39%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMUYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+1.79%
vs Peers
+1.82%

RMUYX Mutual Fund Performance

RMUYX performance across multiple time periods: 1-month 1.18%, YTD 3.60%, 1-year 8.68%, 3-year 3.36%, 5-year 0.39%, 10-year 3.73%.

RMUYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

RMUYX performance comparison shows side-by-side returns with another fund. RMUYX alternatives are available in the Mutual Fund Screener.